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What this fees includes:
- Note: Total fee must be paid prior to class sessions.
- This fee include the book and access to the online portal.
- The course offered are subject to cancellation in the event of insufficient enrollment.
- Completion of the course does not guarantee employment, nor are graduates required to work for the company.
Income Tax Preparation Course Bilingual Textbook
This course is a bilingual (English & Spanish) basic overview of tax preparation. And, it's only available in the Fall of every year. Prior tax knowledge is not a requirement to take the course. This 15-chapter book is a basic overview of the Form 1040. At the end of each chapter, you will answer the chapter review questions and prepare a practice tax return. You must complete all the chapters, the final review questions and each practice tax return to receive a Certificate of Completion for the course. Everyone that successfully completes the course, is responsible for completing a new or a renewal application with the IRS for the IRS Tax Preparer Identification Number (PTIN) before the 31st of December of every year.
Tax Preparation Course What You'll Learn in Our Course
- Prepare most individual tax returns
- Perform a thorough interview with a taxpayer
- Determine a taxpayer's filing status and eligibility for exemptions
- Accurately report income and deductions for a taxpayer
- Determine a taxpayer's eligibility for credits and deductions
- Compute depreciation for assets and eligibility for Section 179
- Accurately calculate a taxpayer's refund or balance due
- Advise a taxpayer in tax planning strategies
Online Portal for Tax Preparation
After reading each chapter you will have to login to your own online portal to answer the review questions related to the material that you read, and to prepare practice tax returns. Also, you will be able to download the PDF practice tax return scenarios and the necessary forms to prepare the tax returns by hand. You will then answer questions related to the tax preparation.
Follow Enrique Medina CPA
Meet Your InstructorEnrique Medina CPA
Class Leader of ATAX - Highlands, CO
Enrique Medina CPA, Enrique graduated with his Masters of Science in Accounting from the University of Colorado at Denver in 2006. He later became a CPA in 2008 and has been serving the Northwest Denver Area for over 14 years. Enrique specializes in individual tax return preparation along with advisory services for businesses including business planning strategies, bookkeeping, payroll and tax return preparation. Enrique is also the ATAX North Denver Area Developer since 2021 and is supporting Franchisees excel and develop their tax practice.
Enrique Medina loves spending time with his wife and two sons traveling to new places and watching his two boys play baseball. Enrique is intrigued to explore new possibilities and always thinking about what if scenarios when it comes to his day to day life which makes for an interesting conversation starter. Favorite food is anything to do with breakfast and likes any two wheel machine from bicycles to motorcycles.